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Zullo Investment Group Inc
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CRD # | 311698 |
SEC # | 801-120008 |
CIK # | 0001909760 |
AUM | $328.3 MM (2024-03-01) |
Employees | 3 (67% Investors, 67% Brokers) |
Phone | 570-543-5255 |
Address | 132 Adams Avenue Scranton, PA 18503 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 36.1 | |
NVDA | 399,550.0 | 16.3 | |
MSFT | 1,918,222.4 | 15.3 | |
AMZN | 1,092,997.8 | 8.8 | |
META | 434,852.0 | 6.8 | |
JPM | 340,169.2 | 4.1 | |
GOOG | 1,482,566.4 | 3.5 | |
HD | 277,648.0 | 2.9 | |
WMT | 335,434.5 | 2.7 | |
JNJ | 465,600.2 | 2.6 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 399 | 96.5 |
(b) Individuals (high net worth individuals) | 88 | 231.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,396 | 328.3 |
By Discretionary | ||
Discretionary | 1,393 | 315.1 |
Non-Discretionary | 3 | 13.3 |
Total | 1,396 | 328.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 328.3 | |
Total | 1,396 | 328.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001909760] |
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Medallion Wealth Advisors LLC
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|
CT | 0.3 |
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NV | 0.3 |
Riverstone Advisors LLC
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TX | 0.3 |
Clarendon Private LLC
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MA | 0.3 |
Ceera Investments LLC
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TX | 0.3 |
Cherrydale Wealth Management LLC
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NJ | 0.3 |
Seven Mile Advisory LLC
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|
NJ | 0.3 |
Miller Financial Services LLC
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|
MI | 0.3 |
Flourish Wealth Management Inc
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|
MN | 0.3 |
Lucas Group Financial Planners Inc
✚
|
CA | 0.3 |